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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,258 | $117,829+8.9% | $102,423+25.2% | $145,877-12.1% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 18.89% | 31.83%-12.9pp | 29.42%-10.5pp | 551.28%-532.4pp |
| Employer contribution / active EE | $3,975 | $3,615+10.0% | $3,023+31.5% | $4,663-14.8% |
| Participant deferral / active EE | $9,383 | $5,732+63.7% | $5,054+85.6% | $6,691+40.2% |
| Admin fee / account holder | $8,524 | $13,335-36.1% | $9,455-9.8% | $13,402-36.4% |